See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,744 | $71,480-40.2% | $90,782-52.9% | $64,186-33.4% |
| Participation rate | 44.4% | 77.6%-33.1pp | 82.7%-38.2pp | 69.6%-25.1pp |
| Annual return | -5.81% | -4.25%-1.6pp | -3.42%-2.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,638 | $3,415-52.0% | $4,105-60.1% | $2,381-31.2% |
| Participant deferral / active EE | $3,292 | $4,302-23.5% | $5,366-38.7% | $3,470-5.1% |
| Admin fee / account holder | $12,700 | $6,309+101.3% | $5,908+115.0% | $4,888+159.8% |